9Lun·

China Shares

I have made my first purchase of a Chinese share. I cover emerging markets via the $EXCH (-3,6 %) portfolio. I wanted to include China in the portfolio via individual stocks with a maximum country weighting of 3%. What other stocks from China do you find interesting?

03.10

Xiaomi

Compró 125 a 6,00 €

750,00 €

12 Comentarios

market_maestro_2368@market_maestro_2368

9Lun

$9888 is also interesting, besides $1810

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Mi(t)chel@Mi-t-chel

9Lun

@market_maestro_2368 Which points convince you of $9888?

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market_maestro_2368@market_maestro_2368

9Lun

@Mi-t-chel Baidu is quite well diversified and you've probably heard that they pioneered Apple's wallet with their payment function.
They have a search engine, robo-taxis, how many in AI etc.?

I don't think it's possible to imagine the China Eco System without them

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Jo'@Jo_Wolf

9Lun

If you really wanted to cover EM Asia then you should have bought $CEA1

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Mi(t)chel@Mi-t-chel

9Lun

@Jo_Wolf i thin you did Not get whats my opinion is. I want to cover China by single Stocks and the Rest via ETF.

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Jo'@Jo_Wolf

9Lun

@Mi-t-chel I do understand, but there's no point using an Asia EM ex China to then buy China single stocks, better off having all in one

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Code & Capital@Codeandcapital

9Lun

@Jo_Wolf Not really because Most of the stocks in there are trash, because eastern markets are Not efficient Like Western. Thats why the MSCI China ETF underperforms the real growth of China almost 10 years.

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Jo'@Jo_Wolf

9Lun

@Derspekulant1 That's probably why I'm up 12% on this ETF and barely 5% with $VWRL 👀🍊

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Mi(t)chel@Mi-t-chel

9Lun

@Jo_Wolf That is correct to an extent, but I am frequently in China and am also familiar with many companies there. Therefore, I believe that stock picking will be more effective here than tracking the broader market.

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Code & Capital@Codeandcapital

9Lun

@Jo_Wolf compare it to the gdp of China the last 10 years, 12% is Nothing. Just See Jan Beckers, its exactly what he Says about China ETFs.

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Suky@Suky

9Lun

$TCEHY

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Franz@Cyonix

9Lun

If I had held on to them 🙈 I had bought them at a price of 2.54 😂

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